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Edit Folder Templates
Updated over a week ago

What's in this Article

You can edit folder templates at any time. Edited folder templates do not update any pre-existing folder templates that are already applied to a client(s).

Edit Folder Templates

1. Go to Templates on the global navigation bar and then select Folder.


2. Click the Edit icon in line with a created folder template.

  • Update any applicable fields in the template.

  • Click the Add a Folder icon in line with an existing folder name to add a new subfolder.


3. When finished, click Save changes.

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